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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,821 | $81,446-59.7% | $103,374-68.3% | $80,874-59.4% |
| Participation rate | 56.0% | 66.9%-10.9pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 13.10% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,232 | $3,107-60.3% | $3,869-68.2% | $2,756-55.3% |
| Participant deferral / active EE | $2,169 | $3,870-44.0% | $5,058-57.1% | $4,297-49.5% |
| Admin fee / account holder | $1,638 | $6,715-75.6% | $8,394-80.5% | $6,935-76.4% |